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You can add health and insurance information for your personnel. On the Personnel tab, click the type of personnel you want to add information for.

Useful Information

This window is not available in the Volunteers section.

 To add health and insurance information
  1. Locate the personnel record you want to add information to.
  2. In the navigation pane, click Health/Insurance.
  3. On each tab, enter the relevant information.

    Useful Information

    You can set up custom benefit names that display on the Other Benefits tab. On the File menu, click Setup > Initial Setup. Click the Personnel tab, and enter the benefit names. Click Save/OK.

  4. When you're finished adding information, click Save at the top.


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